+158.3%
OVV vs PR
+433.6%
-275.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.1% | -0.5% |
| 7D | +0.3% | +2.9% | -2.6% | -2.0% |
| 30D | +11.7% | +18.0% | -6.3% | -2.0% |
| 3M | +9.8% | +16.9% | -7.1% | -2.9% |
| 6M | +26.6% | +28.2% | -1.6% | +4.3% |
| YTD | +67.0% | +69.3% | -2.3% | +11.1% |
| 1Y | +55.9% | +69.5% | -13.6% | +3.7% |
| 3Y | +45.5% | +81.7% | -36.2% | -8.0% |
| All | +158.3% | +433.6% | -275.3% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling